Getting Started

Fee Schedule

FEE SCHEDULE AND DISCLOSURE
 
       ACCOUNT ESTABLISHMENT FEES
Account set up (Plus re-registration cost, if any) $250
                                                             
ASSET BASED FEE (Marginal Rate Schedule)
(Minimum $325, Maximum $2,000)
Annual Fees
 
Net Asset Value
Fee
 
$0 to $99,999
0.00500
Plus
$100,000 to $199,999
0.00400
Plus
$200,000 to $299,999
0.00300
Plus
$300,000 to $399,999
0.00200
Plus
$400,000 to $599,999
0.00125
Plus
$600,000 and up
0.00100
Plus

 

ACTIVITY FEE
Wire Transfers:
$50
Roth Conversion:
$75
Consulting fee for legal research or extraordinary services:   
$300/hr
Research / Executive service
$85/hr
Nevis LLC Set up
$2,850
Non-US LLC Set up
May vary by jurisdiction
Domestic LLC Set up
$1500

 

TERMINATION FEES
Partial or Full termination of Services: 0.0050 x amt transferred Min. $250 Max. $1,250.00
 

Contact Sovereign

1380 Alt. 19, Palm Harbor, FL 34683
Phone: 727-286-6237
Toll Free: 877-733-6815
Fax: 727-286-6239
info@sovereignpensionservices.com
Hours
Monday-Thursday 8:00am-4:30pm
Friday 8:00am-4:00pm

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